See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,536 | $185,822-78.7% | $169,993-76.7% | $139,434-71.6% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 16.90% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,109 | $7,590-85.4% | $6,785-83.7% | $4,751-76.7% |
| Participant deferral / active EE | $2,280 | $11,622-80.4% | $10,408-78.1% | $6,710-66.0% |
| Admin fee / account holder | $2,514 | $15,381-83.7% | $12,815-80.4% | $11,403-77.9% |